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Strategic Financial Concepts’s iShares MSCI Emerging Markets ex China ETF EMXC Stock Holding History

Strategic Financial Concepts’s Portfolio EMXC Stock Details EMXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$829K Sell
8,108
-711
-8% -$67.1K 0.25% 91
2026
Q1 		$690K Buy
+8,819
New +$709K 0.17% 126
2025
Q4 		– Sell
-12,917
Closed -$868K – 160
2025
Q3 		$868K Buy
12,917
+62
+0.5% +$4.01K 0.13% 91
2025
Q2 		$812K Buy
12,855
+1,553
+14% +$90.4K 0.11% 102
2025
Q1 		$623K Buy
11,302
+953
+9% +$53.5K 0.12% 170
2024
Q4 		$574K Sell
10,349
-2,102
-17% -$123K 0.11% 168
2024
Q3 		$761K Buy
12,451
+12,246
+5,974% +$735K 0.24% 83
2024
Q2 		$12.2K Sell
205
-13,997
-99% -$806K 0.01% 389
2024
Q1 		$818K Buy
+14,202
New +$790K 0.2% 118
2023
Q4 		– Sell
-15,949
Closed -$795K – 173
2023
Q3 		$795K Sell
15,949
-783
-5% -$40.6K 0.27% 90
2023
Q2 		$870K Buy
16,732
+4,018
+32% +$204K 0.32% 78
2023
Q1 		$627K Buy
+12,714
New +$628K 0.25% 93

Other funds holding EMXC

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Strategic Financial Concepts's EMXC Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares MSCI Emerging Markets ex China ETF (EMXC) stake by 8.1% in Q2 2026, selling an estimated $67.1K and leaving 8,108 shares worth $829K. The position accounts for 0.25% of the portfolio, ranked #91.

Strategic Financial Concepts first reported a position in EMXC in Q1 2023 and has held it in 12 quarters since. The position peaked at $870K in Q2 2023. 1,021 funds tracked by Wall St. Rank hold EMXC as of Q2 2026.

  • Strategic Financial Concepts held 8,108 shares of iShares MSCI Emerging Markets ex China ETF worth $829K as of Q2 2026.
  • Strategic Financial Concepts sold 711 iShares MSCI Emerging Markets ex China ETF shares in Q2 2026, an estimated $67.1K.
  • iShares MSCI Emerging Markets ex China ETF made up 0.25% of Strategic Financial Concepts's portfolio in Q2 2026, its #91 holding.
  • Strategic Financial Concepts first reported a position in iShares MSCI Emerging Markets ex China ETF in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's iShares MSCI Emerging Markets ex China ETF position peaked at $870K in Q2 2023.
  • 1,021 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ex China ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.